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Evermay Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Evermay Wealth Management’s Portfolio KDP Stock Details KDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11
Closed -$367 – 683
2023
Q4 		$367 Buy
+11
New +$343 ﹤0.01% 602

Other funds holding KDP

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evermay Wealth Management's KDP Position: Q1 2024 in Review

Evermay Wealth Management sold out of Keurig Dr Pepper (KDP) in Q1 2024, closing a stake of 11 shares — an estimated $367 sold.

Evermay Wealth Management first reported a position in KDP in Q4 2023 and held it in 1 quarter. The position peaked at $367 in Q4 2023. 724 funds tracked by Wall St. Rank hold KDP as of Q1 2024.

  • Evermay Wealth Management reported no remaining Keurig Dr Pepper position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 11 Keurig Dr Pepper shares in Q1 2024, an estimated $367.
  • Evermay Wealth Management first reported a position in Keurig Dr Pepper in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Keurig Dr Pepper position peaked at $367 in Q4 2023.
  • 724 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.